+3,369.5%
HUBB vs AEIS
+2,641.0%
+728.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.4% |
| 7D | +4.8% | +8.1% | -3.3% | +3.4% |
| 30D | -9.3% | -11.1% | +1.8% | -7.5% |
| 3M | -3.9% | -5.6% | +1.8% | -3.7% |
| 6M | -0.8% | -0.6% | -0.2% | -2.0% |
| YTD | +5.6% | +38.0% | -32.5% | -1.6% |
| 1Y | +7.7% | +87.2% | -79.5% | -5.0% |
| 3Y | +47.5% | +179.7% | -132.2% | +20.4% |
| 5Y | +153.7% | +241.7% | -88.1% | +98.4% |
| 10Y | +433.0% | +547.2% | -114.2% | +262.8% |
| All | +3,369.5% | +2,641.0% | +728.5% | +1,531.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling